Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 151.95

-0.6%

1:20 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mark Oliver who wrote (7604)	12/23/1999 3:58:00 PM
From: Robert Douglas	Read Replies (3) of 9256

One can hope that all the bad is built into the price. Yeah, but is that really the best investment strategy? Sometimes it is. I know that isn't a popular strategy in these days of buy what's hot and watch it get hotter but these things go in cycles. It's easy to locate hot technologies. It's harder to put an accurate value on them. It's very possible that not only is all the bad built into the price of disk drive stocks, but then some. It's even more likely that all the good and then some is built into these other stocks whose future is deemed so bright. My problem is that 90% of my disk drive exposure is in Seagate and its value is now dependent on Veritas whose market cap is approaching $40B. I'm beginning to think that the risk of the Veritas is outweighing the upside potential of the DD business. I'm very close to selling.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next